Mario Luna

Operations Mgr

Joshua Allen

The licensing process can get confusing and frustrating, thankfully I am here to help you expedite that process. Feel free to schedule an appointment or send me a message.


Client Relations &

Licensing Coordinator


Meet the amazing team that helps us provide the best possible experience and you the best opportunity to succeed


Home Office


Phone Lines: Monday-Friday 8am-6pm EST

Phone: 770.934.7355 (770.WFG.SELL) Spanish speakers available

More Info:

Support cases can be submitted for the following areas:

  • Commissions
  • Compliance
  • Distribution (Physical Ordering, Rings & Watches)
  • Field Contracting & Coding (Forms, NAE)
  • Field Relations (AMA, BSSOE, Hierarchy)
  • Licensing & Appointments
  • Marketing (Recognition, Yext, Marketing Materials)
  • Platform Fees/E&O
  • Points (Promotions, Bonus Pools)
  • Sales Desk
  • Tax Documents
  • Technical Support (Email, Password Reset)
  • WFGIA Supervision

Business Productivity Consultants (BPC)

Technology Training (Engage, Campaign Manager, Yext, etc.)

Available to all licensed WFG agents

Find your area BPC here.

Call Center

General Questions & Support

Available to WFG SMD’s and above only

Phone: 770.246.9889

Campaign Manager

Please contact Outstand directly


Phone: 800.865.7496

More Info:


Phone: 1-800-380-0451


WFG Training Center

Visit the WFG Training Center for required courses, on-demand training videos, and webinar recordings.

New Agent Training

Visit the US New Agent Hub for all New Agent Resources.

Onboarding Agreement

Electronic Option (fastest):

Email option for paper agreements:

Agent Information Changes

Home address, personal email address, phone number, spouse information and recognition settings can be made here.

Name, Business Address, or SIN Change- Complete Agent Information Form

Paper Appointment Requests


Recognition Photos to be Displayed on MyWFG and Social Media


More Info:

Advertising Requests

Available to WFG SMD’s and above only

Other Resources

TFA / WFGIA Important Contacts

WFG TFA Department Contacts

"The way to get started is to quit talking and begin doing."

-- Walt Disney


Life Insurance


Debt Management

Estate Planning


Operations Team

Licensing Team

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